Everest Financial Group LLC Has $9.69 Million Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Everest Financial Group LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 33.1% during the first quarter, Holdings Channel reports. The fund owned 332,460 shares of the company’s stock after acquiring an additional 82,622 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 1.6% of Everest Financial Group LLC’s holdings, making the stock its 17th largest position. Everest Financial Group LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $9,685,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the stock. Duncker Streett & Co. Inc. grew its holdings in Schwab U.S. Large-Cap Growth ETF by 0.4% during the fourth quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock valued at $2,437,000 after purchasing an additional 312 shares during the last quarter. WMG Financial Advisors LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.1% in the first quarter. WMG Financial Advisors LLC now owns 15,713 shares of the company’s stock worth $458,000 after buying an additional 323 shares during the last quarter. CPC Advisors LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% in the fourth quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock worth $480,000 after buying an additional 325 shares during the last quarter. AssuredPartners Investment Advisors LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3.6% in the fourth quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock worth $306,000 after buying an additional 326 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3.4% during the 4th quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock worth $338,000 after buying an additional 340 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.2%

NYSEARCA SCHG opened at $33.46 on Friday. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $27.96 and a 1 year high of $35.42. The company has a fifty day simple moving average of $34.07 and a 200 day simple moving average of $32.37. The company has a market cap of $58.52 billion, a P/E ratio of 34.24 and a beta of 1.19.

About Schwab U.S. Large-Cap Growth ETF

Schwab U.S. Large-Cap Growth ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index (the Index). The Fund’s index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth. The Index is a float-adjusted market capitalization weighted index.